DOCUMENTS WIZARD – USER MANUAL 2012-08-07
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1. the opening and closing tags must be contained in different paragraphs Tag format _foreach element context content _ foreach gdzie _foreach tag ID element the type of the opening element context the name of the new context content similar to the _ifdef or _ifndef tags except the content will not be deleted but repeated for every context node foreach closing tag To describe how context nodes work it s best to use an example Each context represents an entity It contains properties of that entity contained inside fields as well as child context nodes For example a city could be the top most context It contains certain fields such as a name and area A city is made out of houses parks and factories Each house park or factory represents a different context A house can contains further context nodes such as apartments or offices GLOBAL CITY 1 name area HOUSE 1 street number APPARTMENT 1 number APPARTMENT 2 OFFICE 1 HOUSE 2 HOUSE 3 PARK 1 FACTORY 1 CITY 2 The top most context is always a GLOBAL element It contains certain global fields such as the CRM organization name or the current CRM user In the above example inserting a _ foreach tag for the CITY context will cause whatever content is between the opening and closing tags to be repeated 2 times 2 cities the first copy will use CITY 1 as the context while the second copy will use CITY 2 If another2. _ foreach tag will be placed inside for the HOUSE context then whatever is inside those tags will be repeated for every HOUSE in every context in this case 3 times for CITY 1 Documents Wizard User Manual Documents Wizard User Manual So ARPIDEAS It is therefore possible to create a different table for each CITY containing rows with properties for every HOUSE It is possible to reference fields in a parent context In the above example if the current context is HOUSE 1 it is possible to insert the name of CITY 1 using the _ nsert tag _insert CITY name 2 6 1 _foreach Text tag This tag has the same function as the normal _foreach tag however the opening and closing tags must be inside the same paragraph It allows for example entering values separated by a comma 2 6 2 _foreach Slide tag This tag is used only in PowerPoint PPTX documents The opening and closing tags must be contained in separate paragraphs however they can be contained in different Slides unlike any other tag used in PPTX documents It doesn t matter where the tag is placed Documents Wizard will repeat the entire slide where the tag was used and remove the tag itself from the final document 2 7 Text formatting Applying text formatting to the tags such as fonts font sizes bold or underline etc causes the entered text to use that formatting 2 8 Element types Below are some of the most commonly used element types in DOCX
3. DOCUMENTS WIZARD USER MANUAL Q a Software For Business Documents Wizard User Manual Mateusz Bender 2012 08 07 13 07 00 Project Documents Wizard Subject Documents Wizard User Manual Author Mateusz Bender C ET T O E E eatiessethniecees 3 2 5 1 ifdef Text and ifndef Text tagS nuennnnnnnnnnnnnnnnnnnnnnnennnnnnnnnnnrnnsnrrreren 4 cit E ile E E E sented 6 2 6 2 foreach Slide t Q i iisrrrrrrrirarrrirerirrka ridna ikNinrend dnaK Eauteiinteuewsnsiessavaitioneenners 6 C a E EE EE Te 3 2 5 1 ifdef Text and ifndef Text tags cccccccscccececcecceccecseceuceuceucsuennsunsunsunsunnunes 4 Zde PO Pe ir betinccetceascin riirii bikiei eii h AR 6 2 6 2 foreach Slide CAG ccceccccceccecceceeceeceeseusuceueeuceeeeesensunsuntuntennetntnntnnnentannngs 6 1 System purpose Documents Wizard is used to automatically generate documents based on document templates and CRM data 2 System usage To use the system it is necessary to create a document template and upload it to MS CRM 2011 This template can be a typical docx or pptx file containing tags Documents Documents Wizard User Manual 1 Documents Wizard User Manual E ARPIDEAS Wizard contains a variety of tags which can be classified as norma and block which use 2 tags opening and closing _ const tag _contextTree tag ink tag _jnsert tag _jfdef and _ifndef tags conditional instructions _ fo
4. _ endif or _ifndef element field content _ endif or _ifndef element context field content _ endif where _ifdef _ifndef tag ID element the type of the opening element using the proper element makes it possible to exclude for example entire table rows from the final document Valid elements are for example paragraphs Paragraph or tables Table context the context name where the field is located field the name of the field which will be checked for existence content the content which will be deleted in case the condition is not met It must be contained between the opening and closing tags The content can contain Documents Wizard User Manual Documents Wizard User Manual o gt ARP IDES any typical document elements including tables images as well as other Document Wizard tags such as _ insert _endif closing tag It must reside in the same document element as the opening tag This tag can be nested which means that one _ ifdef tag can contain another _ fdef tag The opening and closing tags must be contained in different paragraphs 2 5 1 _ifdef Text and _ifndef Text tags These tags are a special case of the _ifdef and _ifndef tags These must be placed inside the same paragraph 2 6 _ foreach tag The _ foreach repeats a given document fragment for each context node It also changes the current context It can be nested and requires and opening and closing tags Also
5. files Paragraph represents a single paragraph TableRow represents a table row Table represents and entire table TableCell represents a single table cell Documents Wizard User Manual
6. reach tag loop Each tag has its own format which must be used To use a tag in a template it must be entered in the document template in the correct format 2 1 _const tag The _const tag is used to insert predefined constant fields Tag format _ const field where const tag ID field field which will be inserted Currently available fields date current date in YYYY MM DD format time current time in HH MM format context the name of the current context fcontext return the full path to the current context which includes any context nodes above the current context fields returns a list of all available fields in the current context 2 2 _contextTree tag The _contextTree tag is used to generate a multi level list which describes all available fields and context nodes contained within the supplied CRM data This list will replace the entire paragraph in which the _contextTree tag has been used Tag format _contextTree where _contextTree tag ID 2 3 _link tag The _ ink tag is used to insert hyperlinks clickable web links inside the generated document Tag form _link address text _link where _link tag ID address URL address to be used text text which will be displayed instead of the address _link closing tag must be used in the same paragraph as the opening tag 2 4 _insert tag The _ insert tag is used to insert the content of fields from the cur
7. rent or parent context Documents Wizard User Manual Documents Wizard User Manual eo ARP IDES Tag format _insert field or _insert context field where _insert tag ID context parent context name from where the field is to be used context nodes will be described in detail in the _foreach tag section field field name the contents of this field will replace the _insert tag 2 4 1 Inserting images In case of PowerPoint presentations PPTX files it is possible to insert images contained inside context fields To do so a normal possibly blank image object must be placed and then an actual image source must be defined Defining a source means changing the Alternate text property of the image to an _ nsert tag using the correct field name ex _isert photo Note The generated image will have the same dimensions as the image object that was used to place the _ sert tag Make sure to use images with similar proportions as their placeholder images 2 5 _Ifdef and _ifndef tags The _jifdef if defined and _ifndef if not defined tags are used as conditional instructions and allow to check whether a field or sub context exists _ifdef or doesn t exist ifndef If the condition is not met then the content between the opening and closing tags will not be inserted into the generated document Tag format _ifdef element field content _ endif or _ifdef element context field content
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